Before posting an Engagement survey to the feed, you must first create the survey template as this is where you can create the questions, recurrence, and anonymity amongst other configurable options.
Part One: Create Survey Template
Step One
Navigate to the Comms area in administration mode, this will automatically land on the SURVEY TEMPLATES tab.
🚀 If you are using our new menu feature, hover over the Comms section of the side-bar, then navigate to:
Configuration ➡️ Survey Templates
Select the ➕ next to Survey Templates and skip to step three of this guide.
Step Two
Click the ADD button to the right-hand side of the page. This will open the ADD SURVEY TEMPLATE pull-out drawer to the right.
Step Three
Populate a title and description for the survey template. Best practice is to make the title the survey i.e Quarterly Wellbeing Survey. You may also wish to enter a tag which the survey post will inherit - using tags makes it easier to group content.
Step Four
Select the Engagement tile from the three survey types provided.
Step Five
You may wish to upload a main image to the survey template. When you create the survey itself, the post will inherit the image you apply here (although you can change/remove this later before publication).
Step Six
Under the SETTINGS area of the form, you can select the level of anonymity for the survey under the Report Results By drop-down menu. For further information on survey anonymity, please refer to this guide.
Step Seven
Use the remaining toggles at the bottom of the form to configure the survey further.
The Survey should recur toggle will allow you to set a recurrence for the survey in days, months or years. Whereas the Survey should expire toggle will allow to create a cut-off point for survey responses.
If you create a survey which recurs quarterly, you may want to set an expiry for two weeks so that you can collate the responses without any further submissions.
Step Eight
Click the SAVE button in the bottom right-hand corner to finish creating the survey template. From here you can then create your Survey Questions.
Part Two: Add Questions to the Survey Template
Step One
Click the plus (+) icon in the top right-hand corner of the SURVEY QUESTIONS box to add a question section. Sections can help to break up your questions in to different categories.
Step Two
Populate the text box with the section name, then click the floppy disk icon save the section.
Step Three
Click the smaller plus (+) icon next to the newly created section name, then select the question type from the drop-down.
Step Four
Populate the question field and add any extra information to help answer the question in the description field. Then click the SAVE button to add the question to the section.
When adding scored questions to an Engagement Survey, you cannot adjust the options/scale.
Step Five
To add additional questions or sections to your engagement survey, repeat the steps above in part two of this guide.
When you have finished adding questions to the template then you can navigate away from the page. There are no additional save buttons after all questions have been added.
Once the Survey Template has been used against a survey, the survey template cannot be amended. This is due to the fact that the Survey Template is reportable, and amending the questions would create issues with reporting.